Filed December 31, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,123 | $209,411-82.8% | $178,490-79.8% | $158,922-77.3% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 8.27% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,429 | $5,706-57.4% | $5,011-51.5% | $4,761-49.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,482 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |